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Davis Wealth Advisors, LLC: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on SPEM, newest first. How the timeline and the estimate are built.

Davis Wealth Advisors, LLC held 6,754 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,754 shares
    Change vs previous 13F -1,406 shares

    0.27% of the 13F portfolio, value $349,775.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,160 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $382,791.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,162 shares
    Change vs previous 13F +1,517 shares

    0.32% of the 13F portfolio, value $382,083.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,645 shares
    Change vs previous 13F -22 shares

    0.28% of the 13F portfolio, value $311,103.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 6,667 shares
    Change vs previous 13F -8 shares

    0.3% of the 13F portfolio, value $285,000.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 6,675 shares
    Change vs previous 13F -864 shares

    0.3% of the 13F portfolio, value $262,809.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 7,539 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $289,296.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested